For criminal defense firms: keep Green Sheet intake accurate

Case managers at small criminal defense firms miss Green Sheets in email, causing intake delays and missed deadlines. This pushes each submission into case system so managers start review immediately.

Overview

Small criminal defense firms risk missed deadlines and weakened representation when intake slips. This workflow captures every Green Sheet and routes structured case data into Clio and downstream tools, eliminating duplicate records and ensuring case managers begin review immediately. The result is fewer intake gaps, protected deadlines, and more time for attorneys to focus on strategy.

Notable Features

Create case records automatically
Route submissions to case system
Prevent duplicate case records